Morgan Stanley Private Credit- Portfolio Management - Analyst
Morgan Stanley, New York, NY, United States
Overview
Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 24 countries, with a proven long‑term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‑class management teams. Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
Primary Responsibilities
Position Description As a member of the Private Credit Portfolio Management team, the position will play an integral role supporting the team on various funds across the platform. The team is the central point of oversight and contact with a focus on analytical activities and risk management. The team liaises with the organization’s investment teams, as well as the finance team, investor relations, internal legal, tax, risk, compliance and control functions. The role will also support strategic business initiatives and fundraising efforts.
Prepare/coordinate quarterly portfolio review process
Review/analyze quarterly portfolio review materials
Review/analyze portfolio level and portfolio company level statistics and trends
Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates
Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance
Participate in regular meetings regarding underperforming portfolio accounts and prepare related materials
Facilitate and coordinate materials for ad-hoc internal/external requests and projects
Review/analyze and track amendment activity across the portfolio
Coordinate with finance team on internal valuation process
Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates
In this role you will also have the opportunity to work alongside senior leadership to
Advance data analytics and reporting functions for the Direct Lending portfolio utilizing technology solutions
Develop and improve use cases for internal and external technology solutions
Develop and maintain business intelligence dashboards to analyze portfolio performance with a focus analyzing data across the broad portfolio as well as trends at the fund-level, sector-level, and underperforming names
Qualifications - External BA/BS in finance or related field required
1+ years of finance experience
Strong analytical and financial skills, experience in a credit and/or portfolio management position is preferred
Strong capabilities in Excel and PowerPoint
Excellent communication and presentation skills
Ability to work collaboratively within a team and manage multiple tasks under tight deadlines
High commitment to delivering quality work with strong attention to detail
Proactive, self-motivated, and goal-oriented with a strong work ethic
What You Can Expect From Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Compensation
Expected base pay rates for the role will be between $100,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
#J-18808-Ljbffr
Morgan Stanley Investment Management (“MSIM”) is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.4Tn of AUM with professionals located across 24 countries, with a proven long‑term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world‑class management teams. Morgan Stanley’s extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies’ unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages.
Primary Responsibilities
Position Description As a member of the Private Credit Portfolio Management team, the position will play an integral role supporting the team on various funds across the platform. The team is the central point of oversight and contact with a focus on analytical activities and risk management. The team liaises with the organization’s investment teams, as well as the finance team, investor relations, internal legal, tax, risk, compliance and control functions. The role will also support strategic business initiatives and fundraising efforts.
Prepare/coordinate quarterly portfolio review process
Review/analyze quarterly portfolio review materials
Review/analyze portfolio level and portfolio company level statistics and trends
Prepare/coordinate materials for quarterly and ad-hoc fund-level portfolio updates
Review/analyze underperforming portfolio company statistics and trends, including risk rating assessment and watch list preparation and maintenance
Participate in regular meetings regarding underperforming portfolio accounts and prepare related materials
Facilitate and coordinate materials for ad-hoc internal/external requests and projects
Review/analyze and track amendment activity across the portfolio
Coordinate with finance team on internal valuation process
Coordinate with internal teams on ad hoc investor information requests as part of fundraising efforts and investor updates
In this role you will also have the opportunity to work alongside senior leadership to
Advance data analytics and reporting functions for the Direct Lending portfolio utilizing technology solutions
Develop and improve use cases for internal and external technology solutions
Develop and maintain business intelligence dashboards to analyze portfolio performance with a focus analyzing data across the broad portfolio as well as trends at the fund-level, sector-level, and underperforming names
Qualifications - External BA/BS in finance or related field required
1+ years of finance experience
Strong analytical and financial skills, experience in a credit and/or portfolio management position is preferred
Strong capabilities in Excel and PowerPoint
Excellent communication and presentation skills
Ability to work collaboratively within a team and manage multiple tasks under tight deadlines
High commitment to delivering quality work with strong attention to detail
Proactive, self-motivated, and goal-oriented with a strong work ethic
What You Can Expect From Morgan Stanley
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Compensation
Expected base pay rates for the role will be between $100,000 and $130,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
#J-18808-Ljbffr